Nonprofit · EIN 35-7217890
FORREST LONG AND JANE LONG CHAR FDN TR
Tax-exempt · ORLANDO, FL 32891
Financials
| Year ended | Form | Revenue | Expenses | Net income | Total assets | Liabilities | Net assets |
|---|---|---|---|---|---|---|---|
| December 31, 2025 | 990-PF | $367,545 | $402,019 | -$34,474 | $5,914,160 | $0 | $5,914,160 |
| December 31, 2024 | 990-PF | $272,461 | $347,402 | -$74,941 | $5,947,352 | $0 | $5,947,352 |
| December 31, 2023 | 990-PF | $298,960 | $337,045 | -$38,085 | $6,021,986 | $0 | $6,021,986 |
Financial details: 990-PF for the year ended December 31, 2025
Revenue
- Dividends
- $155,719
- Net gain from sales of assets
- $211,826
Expenses
- Grants and similar amounts paid
- $350,000
- Compensation of officers, directors and key employees
- $46,498
- Disbursements for charitable purposes
- $374,749
- Excise tax on investment income
- $4,773
Balance sheet and other
- Total assets, start of year
- $5,947,352
- Total assets, end of year
- $5,914,160
- Total liabilities, end of year
- $0
- Net assets, end of year
- $5,914,160
- Fair market value of assets
- $8,792,931
- Qualifying distributions
- $374,749
- Net investment income
- $367,545
From the e-filed returns the IRS publishes as XML (latest three processing years; amended returns replace the original). PDF copies at the IRS.
Officers, directors and key employees
As listed on the 990-PF for the year ended December 31, 2025, highest compensation first.
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK 2 W WASHINGTON ST STE 800, GREENVILLE, SC 296014897 | TRUSTEE | 1 | $46,498 |
| FORREST B LONG 632 ALTAMONT RD, GREENVILLE, SC 296096613 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2024: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK 2 W WASHINGTON ST STE 800, GREENVILLE, SC 296014897 | TRUSTEE | 1 | $42,626 |
| FORREST B LONG 632 ALTAMONT RD, GREENVILLE, SC 296096613 | TRUSTEE | 1 | $0 |
990-PF for the year ended December 31, 2023: 2 people
| Name | Title | Hours / week | Compensation |
|---|---|---|---|
| TRUIST BANK 2 W WASHINGTON ST STE 800, GREENVILLE, SC 296014897 | TRUSTEE | 1 | $37,269 |
| FORREST B LONG 632 ALTAMONT RD, GREENVILLE, SC 296096613 | TRUSTEE | 1 | $0 |
Address and contacts
- Address (IRS master file)
- PO BOX 919798, ORLANDO, FL 32891-9798
- In care of
- % BRANCH BANKING & TRUST ETAL TTEE
- Signed the 990-PF
- TRUIST BANK, DIRECTOR
- Phone
- (804) 273-7445
- Return prepared by
- ERNST & YOUNG US LLP
What it must file and when
IRS records say it files Form 990-PF. Private foundations file every year. Its accounting year ends in December, so each return is due on the 15th day of the 5th month after that.
| Tax year | Year ended | Due | IRS public records |
|---|---|---|---|
| 2025 | December 31, 2025 | May 15, 2026 | 990-PF on file |
| 2024 | December 31, 2024 | May 15, 2025 | 990-PF on file |
| 2023 | December 31, 2023 | May 15, 2024 | 990-PF on file |
IRS record
- EIN
- 35-7217890
- Tax-exempt status
- 501(c)(3): Charitable, religious, educational or scientific organization
- Foundation status
- Private non-operating foundation
- Donations deductible (Pub 78)
- Private foundation, 30% limit
- Exempt since
- 2019
- Accounting year ends
- December
- Files
- Form 990-PF
- Category (NTEE)
- Philanthropy, voluntarism and grantmaking foundations (T20)
- Assets (IRS master file)
- $5,914,160
- Income (IRS master file)
- $2,151,967
Filing history
| Form | Year ended | Revenue | Expenses | Assets | Return |
|---|---|---|---|---|---|
| 990-PF | December 2025 | $367,545 | $402,019 | $5,914,160 | XML |
| 990-PF | December 2024 | $272,461 | $347,402 | $5,947,352 | XML |
| 990-PF | December 2023 | $298,960 | $337,045 | $6,021,986 | XML |
| 990-PF | December 2022 | – | – | – | IRS |
| 990-PF | December 2021 | – | – | – | IRS |
| 990-PF | December 2020 | – | – | – | IRS |
990-N: the IRS bulk file holds only the latest e-Postcard per organization; earlier years come from archived copies of that file since 2020 and can have gaps (the IRS e-Postcard search lists every one). 990, 990-EZ, 990-PF, 990-T: every e-filed return in the IRS e-file index since 2019; XML for the latest three processing years, amounts from the IRS Statistics of Income extracts before that. PDF copies and determination letters at the IRS (search EIN 35-7217890).
Questions about FORREST LONG AND JANE LONG CHAR FDN TR
- What is the EIN of FORREST LONG AND JANE LONG CHAR FDN TR?
- The employer identification number (EIN) of FORREST LONG AND JANE LONG CHAR FDN TR is 35-7217890.
- Is FORREST LONG AND JANE LONG CHAR FDN TR tax-exempt?
- Yes. The IRS lists it as tax-exempt under section 501(c)(3) since 2019.
- Are donations to FORREST LONG AND JANE LONG CHAR FDN TR tax-deductible?
- Yes. It is listed in IRS Publication 78 (Private foundation, 30% limit).
- Which annual return does FORREST LONG AND JANE LONG CHAR FDN TR file?
- Form 990-PF. Private foundations file every year.
- When is the next return of FORREST LONG AND JANE LONG CHAR FDN TR due?
- The return for tax year 2026 (the year ending December 31, 2026) is due May 17, 2027. Form 8868 extends it by six months; the 990-N cannot be extended.
- When did FORREST LONG AND JANE LONG CHAR FDN TR last file with the IRS?
- The latest return in the IRS public files is the 990-PF for the year ended December 2025.
- Who are the officers and directors of FORREST LONG AND JANE LONG CHAR FDN TR?
- The 990-PF for the year ended December 31, 2025 lists 2 people; 1 received compensation from the organization, the highest $46,498 (TRUIST BANK, TRUSTEE).
- How much revenue does FORREST LONG AND JANE LONG CHAR FDN TR have?
- On its 990-PF for the year ended December 31, 2025 it reported revenue of $367,545, expenses of $402,019 and total assets of $5,914,160 at year end.
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